Intersect Capital’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Intersect Capital’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.03M	Sell	14,182 -4,371	-24%	-$311K	0.31%	75
2022 Q1	$1.43M	Sell	18,553 -17	-0.1%	-$1.3K	0.27%	70
2021 Q4	$1.57M	Buy	18,570 +2,485	+15%	+$220K	0.29%	68
2021 Q3	$1.32M	Buy	16,085 +1,511	+10%	+$124K	0.23%	87
2021 Q2	$1.06M	Buy	+14,574	New	+$938K	0.19%	98

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Intersect Capital's LIT Position: Q2 2022 in Review

Intersect Capital reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 24% in Q2 2022, selling an estimated $311K and leaving 14,182 shares worth $1.03M. The position accounts for 0.31% of the portfolio, ranked #75.

Intersect Capital first reported a position in LIT in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2021. 445 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

Intersect Capital held 14,182 shares of Global X Lithium & Battery Tech ETF worth $1.03M as of Q2 2022.
Intersect Capital sold 4,371 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $311K.
Global X Lithium & Battery Tech ETF made up 0.31% of Intersect Capital's portfolio in Q2 2022, its #75 holding.
Intersect Capital first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 5 quarters since.
Intersect Capital's Global X Lithium & Battery Tech ETF position peaked at $1.57M in Q4 2021.
445 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.